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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,203 | $176,105-51.1% | $159,474-45.9% | $167,536-48.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.04% | 331.91%-320.9pp | 263.68%-252.6pp | 478.82%-467.8pp |
| Employer contribution / active EE | $12,361 | $5,299+133.3% | $4,831+155.9% | $4,839+155.4% |
| Participant deferral / active EE | $4,845 | $7,751-37.5% | $7,353-34.1% | $6,342-23.6% |
| Admin fee / account holder | $9,539 | $12,559-24.0% | $10,802-11.7% | $12,315-22.5% |